Smart Happy Money

Looking to hit the water as the weather heats up? We can help you finance a new boat, motor, jet ski or trailer!

What a great couple of days with at their ACT 2024 conference. While we missed out on holistic advice firm of the year, it was an honour to be short listed.

Spring has sprung! Why not give us a call and see how we can help clean your finances?

Our General Insurance team can make sure your business and home are covered when you need it most

Feel like you've outgrown your loan? It might be time to refinance.
We can have a look at your circumstances and determine if it's right for you.

Bridging Generations is all about approaching and living in retirement. With experts in finance, retirement income, age care, video biographies, health and more.
This is a completely free event but please RSVP to [email protected] for catering purposes.
Hope to see you there.

Smart Happy Money has been nominated for Holistic Advice firm of the year.
Please click the link below and vote for us.
(You can also vote for others in other categories if you want!)
Thanks
The SHM team.

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Some lenders are offering discounted rates to upgrade your home, business vehicles or equipment to be more eco friendly

No matter the stage in your financial journey we’re yours for life.

Contact the team for a free comparison on your commercial general insurance!

Give yourself peace of mind.
We have lenders on our panel that are certified by the B Corporation as ethical.

We are excited to inform you that we are now able to offer you a Car Buying Service for new vehicles.
Features and benefits of this new service include:
• Obligation free!
• A team of experienced car buying specialists who negotiate hundreds of car deals a month – regularly saving thousands of dollars off the recommended retail drive-away price*.
• Access to most makes and models
• Non-biased advice, buying tips and someone on your side to manage the entire process from start to finish.
• The dealerships know that you have your finance sorted so there is no pressure for that.
• Arrange a test drive at your home/office in most metropolitan areas.
• Save yourself the hassle and let the team handle your trade-in as a part of your new car deal.
• Delivered to your door.

Give us a call if you're looking at a new car, and see if our team can help!

*Important: Past prices and savings achieved may not be indicative of future results. Prices achieved are affected by various factors, including, among others, buyer type, vehicle

Today the Reserve Bank of Australia announced its August statement, advising the Board will leave the Official Cash Rate on hold at 4.35%.

While rates remain the same, lending options are ever evolving and reviewing your circumstances is a simple and straightforward process.

If you don’t know your interest rate or if you haven’t reviewed your mortgage in some time, contact us today for a full comparison.

Support shouldn’t stop after you get the keys, we’re here for you whenever you need.

We're there for you at every step of the process.

Ready to settle down? We can help finance that dream home.

We do things differently. We believe that support should still continue after settlement. We keep in touch with you to make sure your loan still suits your needs.

Here's just some of the ways we can help you

How we can help you with a loan

We're here to support you with all your financial needs